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21st Annual Energy Summit – Credit Suisse

Credit Suisse · Feb 23, 2016 · 5 slides

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Slides

  1. 21st Annual Energy Summit – Credit Suisse – slide 1
    Patrick Schorn President Operations Credit Suisse 21st Annual Energy Summit Vail, Colorado, February 23, 2016
  2. 21st Annual Energy Summit – Credit Suisse – slide 2
    Further Downward Revisions to Customer Budgets E&P Spending Surveys Capital Spending Budgets as of Dec-15 & Jan-16* updated after Q4-15 Earnings Calls** NAM INT TOTAL NAM INT TOTAL -12% -14% -19% -19% -22% -24% -23% -33%…
  3. 21st Annual Energy Summit – Credit Suisse – slide 3
    Supply Additions Deferred while Spare Capacity Reduced Annual Oil Production Deferral* (MMb/d) OPEC Spare Capacity** (MMb/d) 2016 2017 2018 2019 2020 7 0.0 6 0.6 5 -1.2MMb/d 4 1.6 3 2 2.4 1 0 3.2 Jan- Jul- Jan- Jul-…
  4. 21st Annual Energy Summit – Credit Suisse – slide 4
    Margin and Free Cash Flow Leadership through the Cycle Global Revenue (B) Global Margins (%) Free Cash Flow* (B) 50 25 7 6 40 20 5.0 5 30 15 4 3 20 10 2 1.1 10 5 1 0.8 0 0 0 2008 2009 2010 2011 2012 2013 2014 2015 2008 2009…
  5. 21st Annual Energy Summit – Credit Suisse – slide 5
    Summary E&P activity continues to weaken, more than previously indicated. We expect this environment to continue well into the second half of the year Market returns to growth once production deficit becomes pronounced. Recovery in…

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